Purchases and Sales Made in Q3 2024 in Berkshire Hathaway Inc Class B (BRK-B)
This table provides information about the institutional ownership of Berkshire Hathaway Inc Class B (BRK-B) during Q3 2024. The information is specifically focused on institutions that hold shares of BERKSHIRE HATHAWAY INC - Class B.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
48+ 0.48% |
$19.4K - $23K
|
10.1K
$4.88M
|
|
|
Nov 15, 2024
Q3 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
48+ 4.92% |
$19.4K - $23K
|
1.02K
$497K
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
47+ 1.26% |
$19K - $22.5K
|
3.76K
$1.83M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
47+ 6.98% |
$19K - $22.5K
|
720
$349K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
47+ 0.18% |
$19K - $22.5K
|
26K
$12.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
47New |
$19K - $22.5K
|
47
$22.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
46+ 2.33% |
$18.6K - $22K
|
2.02K
$981K
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
45+ 1.35% |
$18.2K - $21.5K
|
3.37K
$1.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
45+ 11.57% |
$18.2K - $21.5K
|
434
$210K
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
45+ 7.94% |
$18.2K - $21.5K
|
612
$297K
|
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
45+ 1.53% |
$18.2K - $21.5K
|
2.98K
$1.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
45+ 1.37% |
$18.2K - $21.5K
|
3.33K
$1.61M
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
BUY
|
- |
45+ 0.26% |
$18.2K - $21.5K
|
17.5K
$8.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
45New |
$18.2K - $21.5K
|
45
$21.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
44+ 1.61% |
$17.8K - $21.1K
|
2.79K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
44+ 1.49% |
$17.8K - $21.1K
|
3K
$1.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Norway Savings Bank
|
BUY
|
- |
43+ 0.47% |
$17.4K - $20.6K
|
9.11K
$4.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
43+ 0.52% |
$17.4K - $20.6K
|
8.27K
$4.01M
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
43+ 0.93% |
$17.4K - $20.6K
|
4.66K
$2.26M
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
43+ 0.53% |
$17.4K - $20.6K
|
8.11K
$3.93M
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
42+ 1.04% |
$17K - $20.1K
|
4.08K
$1.98M
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
42+ 2.21% |
$17K - $20.1K
|
1.94K
$941K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
42+ 0.43% |
$17K - $20.1K
|
9.77K
$4.74M
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
42+ 0.19% |
$17K - $20.1K
|
22.1K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
42+ 2.81% |
$17K - $20.1K
|
1.54K
$744K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
41+ 0.02% |
$16.6K - $19.6K
|
271K
$131M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
40+ 0.8% |
$16.2K - $19.1K
|
5.01K
$2.43M
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
40+ 2.1% |
$16.2K - $19.1K
|
1.94K
$943K
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
40+ 1.1% |
$16.2K - $19.1K
|
3.68K
$1.79M
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
40+ 0.51% |
$16.2K - $19.1K
|
7.87K
$3.82M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
40+ 4.4% |
$16.2K - $19.1K
|
949
$460K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
40+ 1.64% |
$16.2K - $19.1K
|
2.48K
$1.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
40+ 1.3% |
$16.2K - $19.1K
|
3.12K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
40+ 0.51% |
$16.2K - $19.1K
|
7.95K
$3.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
40+ 0.84% |
$16.2K - $19.1K
|
4.82K
$2.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
40+ 0.84% |
$16.2K - $19.1K
|
4.8K
$2.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
40+ 0.76% |
$16.2K - $19.1K
|
5.31K
$2.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
40New |
$16.2K - $19.1K
|
40
$19.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
39+ 0.45% |
$15.8K - $18.7K
|
8.8K
$4.27M
|
|
|
Oct 16, 2024
Q3 2024
|
Mayport, LLC
|
BUY
|
- |
39+ 2.52% |
$15.8K - $18.7K
|
1.59K
$770K
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
39+ 0.56% |
$15.8K - $18.7K
|
6.95K
$3.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
39+ 0.9% |
$15.8K - $18.7K
|
4.37K
$2.12M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
39+ 0.27% |
$15.8K - $18.7K
|
14.6K
$7.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
39+ 1.66% |
$15.8K - $18.7K
|
2.4K
$1.16M
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
38+ 2.55% |
$15.4K - $18.2K
|
1.53K
$742K
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
38+ 0.47% |
$15.4K - $18.2K
|
8.11K
$3.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
38+ 0.36% |
$15.4K - $18.2K
|
10.5K
$5.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
37+ 0.81% |
$15K - $17.7K
|
4.61K
$2.24M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
37+ 2.53% |
$15K - $17.7K
|
1.5K
$727K
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
37+ 1.2% |
$15K - $17.7K
|
3.13K
$1.52M
|